FHCIX vs. EQPGX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHCIX or EQPGX.
Correlation
The correlation between FHCIX and EQPGX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FHCIX vs. EQPGX - Performance Comparison
Key characteristics
FHCIX:
-0.36
EQPGX:
0.87
FHCIX:
-0.35
EQPGX:
1.16
FHCIX:
0.95
EQPGX:
1.18
FHCIX:
-0.27
EQPGX:
1.24
FHCIX:
-1.15
EQPGX:
4.23
FHCIX:
5.09%
EQPGX:
3.87%
FHCIX:
16.23%
EQPGX:
18.82%
FHCIX:
-44.69%
EQPGX:
-61.96%
FHCIX:
-20.98%
EQPGX:
-13.13%
Returns By Period
In the year-to-date period, FHCIX achieves a 1.23% return, which is significantly higher than EQPGX's -0.21% return. Over the past 10 years, FHCIX has underperformed EQPGX with an annualized return of 4.84%, while EQPGX has yielded a comparatively higher 9.63% annualized return.
FHCIX
1.23%
-10.80%
-12.80%
-5.25%
0.50%
4.84%
EQPGX
-0.21%
-11.48%
-7.94%
16.10%
10.00%
9.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FHCIX vs. EQPGX - Expense Ratio Comparison
Both FHCIX and EQPGX have an expense ratio of 0.71%.
Risk-Adjusted Performance
FHCIX vs. EQPGX — Risk-Adjusted Performance Rank
FHCIX
EQPGX
FHCIX vs. EQPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FHCIX vs. EQPGX - Dividend Comparison
Neither FHCIX nor EQPGX has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Health Care Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 6.29% | 7.50% |
Fidelity Advisor Equity Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.41% | 0.00% |
Drawdowns
FHCIX vs. EQPGX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.69%, smaller than the maximum EQPGX drawdown of -61.96%. Use the drawdown chart below to compare losses from any high point for FHCIX and EQPGX. For additional features, visit the drawdowns tool.
Volatility
FHCIX vs. EQPGX - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX) have volatilities of 10.51% and 11.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.